What Wally Obermeyer Bought in Q2 2025
Obermeyer Wealth Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.01B
Total Value
280
Holdings
30
New Buys
89
Reduced
In Q2 2025, Wally Obermeyer reported 280 long equity positions worth $2.01B in their Obermeyer Wealth Partners 13F filing, including 30 new positions (largest: ISHARES INC at $57.9M) and 112 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 212633 | $105.8M | 5.27% | +0.0% |
| 2 | QUAL | ISHARES TR | 551170 | $100.8M | 5.02% | +1.2% |
| 3 | BRK.B | Berkshire Hathaway Inc. Class B | 203367 | $98.8M | 4.92% | -13.8% |
| 4 | VOO | Vanguard S&P 500 ETF | 152519 | $86.6M | 4.31% | +1.9% |
| 5 | GOOG | ALPHABET INC | 398683 | $70.7M | 3.52% | -0.8% |
| 6 | AMZN | AMAZON COM INC | 320165 | $70.2M | 3.50% | +18.9% |
| 7 | AAPL | APPLE INC | 340447 | $69.8M | 3.48% | -5.1% |
| 8 | MA | MASTERCARD INCORPORATED | 122918 | $69.1M | 3.44% | -1.6% |
| 9 | JAAA | JANUS DETROIT STR TR | 1246410 | $63.3M | 3.15% | +1.5% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 269109 | $61.0M | 3.03% | +0.0% |
| 11 | META | META PLATFORMS INC | 78587 | $58.0M | 2.89% | -0.8% |
| 12 | URTH | ISHARES INC | 341698 | $57.9M | 2.88% | NEW |
| 13 | NVDA | NVIDIA CORPORATION | 363226 | $57.4M | 2.86% | +9.8% |
| 14 | AVGO | BROADCOM INC | 203070 | $56.0M | 2.79% | -2.5% |
| 15 | TBIL | RBB FD INC | 968882 | $48.4M | 2.41% | +4.2% |
| 16 | RTX | RTX CORPORATION | 274242 | $40.0M | 1.99% | -1.6% |
| 17 | AON | AON PLC | 102502 | $36.6M | 1.82% | -2.3% |
| 18 | ASML | ASML HOLDING N V | 44304 | $35.5M | 1.77% | -1.1% |
| 19 | WMT | WALMART INC | 362879 | $35.5M | 1.77% | -0.9% |
| 20 | UNH | UNITEDHEALTH GROUP INC | 113337 | $35.4M | 1.76% | 49.3% |
| 21 | SAP | SAP SE | 108284 | $32.9M | 1.64% | +1.5% |
| 22 | HD | HOME DEPOT INC | 89047 | $32.6M | 1.63% | -0.4% |
| 23 | VTI | Vanguard Total Stock Market ETF | 104041 | $31.6M | 1.57% | -1.0% |
| 24 | CME | CME GROUP INC | 110694 | $30.5M | 1.52% | -0.8% |
| 25 | NVR | NVR INC | 4080 | $30.1M | 1.50% | -1.4% |
| 26 | DE | DEERE & CO | 54301 | $27.6M | 1.37% | -1.0% |
| 27 | NVO | NOVO-NORDISK A S | 393332 | $27.1M | 1.35% | +188.8% |
| 28 | BN | BROOKFIELD CORP | 428018 | $26.5M | 1.32% | -0.3% |
| 29 | SHW | SHERWIN WILLIAMS CO | 73874 | $25.4M | 1.26% | +0.0% |
| 30 | TXN | TEXAS INSTRS INC | 121514 | $25.2M | 1.26% | +0.4% |
| 31 | MOAT | VANECK ETF TRUST | 266054 | $25.0M | 1.24% | -69.8% |
| 32 | CB | CHUBB LIMITED | 83565 | $24.2M | 1.21% | -0.3% |
| 33 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 38988 | $21.5M | 1.07% | +4.4% |
| 34 | PG | PROCTER AND GAMBLE CO | 130585 | $20.8M | 1.04% | -1.7% |
| 35 | NEE-PS | NEXTERA ENERGY INC | 296416 | $20.6M | 1.02% | +0.3% |
| 36 | ZTS | ZOETIS INC | 129033 | $20.1M | 1.00% | 6578.7% |
| 37 | XOM | EXXON MOBIL CORP | 172813 | $18.6M | 0.93% | -1.5% |
| 38 | CMCSA | Comcast Corporation | 476469 | $17.0M | 0.85% | -2.8% |
| 39 | LMBS | FIRST TR EXCHANGE-TRADED FD | 299341 | $14.7M | 0.73% | +0.1% |
| 40 | LLY | ELI LILLY & CO | 16301 | $12.7M | 0.63% | -2.4% |
| 41 | SPY | SPDR S&P 500 ETF | 19519 | $12.1M | 0.60% | +13.1% |
| 42 | BRK.A | Berkshire Hathaway Inc. Class A | 15 | $10.9M | 0.54% | -21.1% |
| 43 | VCSH | VANGUARD SCOTTSDALE FDS | 128762 | $10.2M | 0.51% | -0.5% |
| 44 | JPM | JPMORGAN CHASE & CO. | 34253 | $9.9M | 0.49% | +3.1% |
| 45 | VEA | Vanguard FTSE Developed Markets ETF | 171200 | $9.8M | 0.49% | +8.2% |
| 46 | V | VISA INC | 24006 | $8.5M | 0.42% | -2.5% |
| 47 | GOOGL | ALPHABET INC | 35927 | $6.3M | 0.32% | -15.7% |
| 48 | USB | US BANCORP DEL | 121150 | $5.5M | 0.27% | NEW |
| 49 | SPTS | SPDR SERIES TRUST | 104242 | $4.4M | 0.22% | -83.8% |
| 50 | LOW | LOWES COS INC | 18599 | $4.1M | 0.21% | -1.6% |
| 51 | GLD | SPDR Gold Shares | 13158 | $4.0M | 0.20% | +13.1% |
| 52 | ARCC | ARES CAPITAL CORP | 169856 | $3.7M | 0.19% | +3.3% |
| 53 | ETN | EATON CORP PLC | 9518 | $3.4M | 0.17% | +-11.1% |
| 54 | MSI | MOTOROLA SOLUTIONS INC | 8073 | $3.4M | 0.17% | +261.0% |
| 55 | ACN | ACCENTURE PLC IRELAND | 11087 | $3.3M | 0.16% | +10.7% |
| 56 | COST | COSTCO WHSL CORP NEW | 3265 | $3.2M | 0.16% | +3.7% |
| 57 | IEV | ISHARES TR | 50000 | $3.2M | 0.16% | — |
| 58 | VV | VANGUARD INDEX FDS | 10489 | $3.0M | 0.15% | — |
| 59 | WM | WASTE MGMT INC DEL | 12900 | $3.0M | 0.15% | -6.7% |
| 60 | IVV | iShares Core S&P 500 ETF | 4346 | $2.7M | 0.13% | +11.8% |
| 61 | ATO | ATMOS ENERGY CORP | 16553 | $2.6M | 0.13% | +16.7% |
| 62 | CTVA | CORTEVA INC | 34002 | $2.5M | 0.13% | +50.5% |
| 63 | VYM | Vanguard High Dividend Yield ETF | 18561 | $2.5M | 0.12% | -7.1% |
| 64 | SHEL | SHELL PLC | 34514 | $2.4M | 0.12% | +76.7% |
| 65 | WSO | WATSCO INC | 5484 | $2.4M | 0.12% | +0.8% |
| 66 | JNJ | JOHNSON & JOHNSON | 15808 | $2.4M | 0.12% | +-88.2% |
| 67 | IWF | ISHARES TR | 5573 | $2.4M | 0.12% | +56.3% |
| 68 | OBDC | BLUE OWL CAPITAL CORPORATION | 164270 | $2.4M | 0.12% | +13.8% |
| 69 | ADI | ANALOG DEVICES INC | 9870 | $2.3M | 0.12% | +-3.1% |
| 70 | ORCL | ORACLE CORP | 10654 | $2.3M | 0.12% | -1.6% |
| 71 | CNQ | CANADIAN NAT RES LTD | 71475 | $2.2M | 0.11% | +0.3% |
| 72 | UNP | UNION PAC CORP | 9565 | $2.2M | 0.11% | -3.7% |
| 73 | ABBV | ABBVIE INC | 11803 | $2.2M | 0.11% | -50.4% |
| 74 | MCD | MCDONALDS CORP | 7303 | $2.1M | 0.11% | -0.7% |
| 75 | KO | COCA COLA CO | 29707 | $2.1M | 0.10% | +0.0% |
| 76 | OWL | BLUE OWL CAPITAL INC | 108797 | $2.1M | 0.10% | +0.3% |
| 77 | SPGI | S&P GLOBAL INC | 3766 | $2.0M | 0.10% | +1.6% |
| 78 | AXP | AMERICAN EXPRESS CO | 6185 | $2.0M | 0.10% | +1.3% |
| 79 | IJR | ISHARES TR | 17916 | $2.0M | 0.10% | -3.2% |
| 80 | VICI | VICI PPTYS INC | 59965 | $2.0M | 0.10% | — |
| 81 | ABT | ABBOTT LABS | 14053 | $1.9M | 0.10% | +1.2% |
| 82 | DIS | DISNEY WALT CO | 14383 | $1.8M | 0.09% | -2.1% |
| 83 | BTI | BRITISH AMERN TOB PLC | 37500 | $1.8M | 0.09% | -0.1% |
| 84 | MPLXP | MPLX LP | 34199 | $1.8M | 0.09% | -2.8% |
| 85 | DD | DUPONT DE NEMOURS INC | 25159 | $1.7M | 0.09% | +73.6% |
| 86 | TJX | TJX COS INC NEW | 11577 | $1.4M | 0.07% | +2.8% |
| 87 | CRM | SALESFORCE INC | 4971 | $1.4M | 0.07% | +5.8% |
| 88 | EEM | iShares MSCI Emerging Markets ETF | 27559 | $1.3M | 0.07% | — |
| 89 | EPD | ENTERPRISE PRODS PARTNERS L | 42772 | $1.3M | 0.07% | -34.9% |
| 90 | AMGN | AMGEN INC | 4651 | $1.3M | 0.06% | +2.7% |
| 91 | PBRA | PETROLEO BRASILEIRO SA PETRO | 110702 | $1.3M | 0.06% | 31.4% |
| 92 | IDXX | IDEXX LABS INC | 2277 | $1.2M | 0.06% | -4.6% |
| 93 | EMR | EMERSON ELEC CO | 8984 | $1.2M | 0.06% | +2.3% |
| 94 | AER | AERCAP HOLDINGS NV | 10000 | $1.2M | 0.06% | — |
| 95 | SYK | STRYKER CORPORATION | 2900 | $1.1M | 0.06% | +0.1% |
| 96 | AMAT | APPLIED MATLS INC | 6225 | $1.1M | 0.06% | -11.3% |
| 97 | MDY | SPDR S&P MIDCAP 400 ETF TR | 1969 | $1.1M | 0.06% | +75.0% |
| 98 | ETV | EATON VANCE TAX-MANAGED BUY- | 80280 | $1.1M | 0.06% | +6.6% |
| 99 | RSP | INVESCO EXCHANGE TRADED FD T | 6119 | $1.1M | 0.06% | +9.0% |
| 100 | ET | ENERGY TRANSFER L P | 61077 | $1.1M | 0.06% | +0.7% |
| 101 | VTV | VANGUARD INDEX FDS | 6125 | $1.1M | 0.05% | +9.5% |
| 102 | EEM | iShares MSCI Emerging Markets ETF | 4935 | $1.1M | 0.05% | -1.8% |
| 103 | WFC | WELLS FARGO CO NEW | 13140 | $1.1M | 0.05% | -17.2% |
| 104 | DHI | D R HORTON INC | 8022 | $1.0M | 0.05% | +1.5% |
| 105 | DFAC | DIMENSIONAL ETF TRUST | 28757 | $1.0M | 0.05% | — |
| 106 | VUG | VANGUARD INDEX FDS | 2334 | $1.0M | 0.05% | +66.1% |
| 107 | NFLX | NETFLIX INC | 748 | $1.0M | 0.05% | +2.2% |
| 108 | RY | ROYAL BK CDA | 7611 | $1.0M | 0.05% | — |
| 109 | EQIX | EQUINIX INC | 1251 | $995K | 0.05% | — |
| 110 | IBM | INTERNATIONAL BUSINESS MACHS | 3303 | $974K | 0.05% | +37.2% |
| 111 | IWR | ISHARES TR | 10394 | $956K | 0.05% | — |
| 112 | HON | HONEYWELL INTL INC | 3980 | $927K | 0.05% | -0.1% |
| 113 | PANW | PALO ALTO NETWORKS INC | 4380 | $896K | 0.04% | -2.2% |
| 114 | ADP | AUTOMATIC DATA PROCESSING IN | 2819 | $869K | 0.04% | +23.7% |
| 115 | CVX | CHEVRON CORP NEW | 5912 | $847K | 0.04% | -11.1% |
| 116 | APD | AIR PRODS & CHEMS INC | 2995 | $845K | 0.04% | -0.6% |
| 117 | WEC | WEC ENERGY GROUP INC | 8103 | $844K | 0.04% | -1.0% |
| 118 | BLK | BLACKROCK INC | 784 | $823K | 0.04% | +1.0% |
| 119 | RWJ | INVESCO EXCH TRADED FD TR II | 18921 | $819K | 0.04% | +0.1% |
| 120 | COR | CENCORA INC | 2716 | $814K | 0.04% | -0.3% |
| 121 | CAT | CATERPILLAR INC | 2076 | $806K | 0.04% | +5.4% |
| 122 | PTLC | PACER FDS TR | 19867 | $791K | 0.04% | NEW |
| 123 | XLK | Technology Select Sector SPDR | 3104 | $786K | 0.04% | +10.7% |
| 124 | MRK | MERCK & CO INC | 9886 | $783K | 0.04% | +-93.9% |
| 125 | MRVL | MARVELL TECHNOLOGY INC | 9926 | $768K | 0.04% | +-11.6% |
| 126 | RWL | INVESCO EXCH TRADED FD TR II | 7362 | $768K | 0.04% | — |
| 127 | KKR | KKR & CO INC | 5699 | $758K | 0.04% | +34.1% |
| 128 | SPGP | INVESCO EXCHANGE TRADED FD T | 6764 | $728K | 0.04% | +24.1% |
| 129 | CSCO | CISCO SYS INC | 10327 | $716K | 0.04% | -3.9% |
| 130 | PFE | PFIZER INC | 29512 | $715K | 0.04% | -11.1% |
| 131 | SHOP | SHOPIFY INC | 6191 | $714K | 0.04% | +27.3% |
| 132 | PEP | PEPSICO INC | 5266 | $695K | 0.03% | +4.3% |
| 133 | VWO | Vanguard FTSE Emerging Markets ETF | 13688 | $677K | 0.03% | 44.2% |
| 134 | APO | APOLLO GLOBAL MGMT INC | 4750 | $674K | 0.03% | -0.5% |
| 135 | PM | PHILIP MORRIS INTL INC | 3610 | $657K | 0.03% | +3.9% |
| 136 | GE | GE AEROSPACE | 2502 | $644K | 0.03% | +0.2% |
| 137 | NOW | SERVICENOW INC | 617 | $634K | 0.03% | +3.4% |
| 138 | ALL-PJ | ALLSTATE CORP | 3136 | $631K | 0.03% | +1.1% |
| 139 | DOW | DOW INC | 23799 | $630K | 0.03% | +100.1% |
| 140 | VZ | VERIZON COMMUNICATIONS INC | 14046 | $608K | 0.03% | -3.7% |
| 141 | GLW | CORNING INC | 11441 | $602K | 0.03% | +8.5% |
| 142 | MDLZ | Mondelez International | 8759 | $591K | 0.03% | -2.1% |
| 143 | IWB | ISHARES TR | 1715 | $582K | 0.03% | -5.2% |
| 144 | TSLA | TESLA INC | 1828 | $581K | 0.03% | +35.1% |
| 145 | BMY | Bristol-Myers Squibb | 12531 | $580K | 0.03% | -4.3% |
| 146 | IWD | ISHARES TR | 2966 | $576K | 0.03% | — |
| 147 | INTU | INTUIT | 724 | $570K | 0.03% | +2.4% |
| 148 | SOXX | ISHARES TR | 2384 | $569K | 0.03% | — |
| 149 | PBR | PETROLEO BRASILEIRO SA PETRO | 44650 | $559K | 0.03% | -5.9% |
| 150 | AJG | GALLAGHER ARTHUR J & CO | 1740 | $557K | 0.03% | -0.1% |
| 151 | JAVA | J P MORGAN EXCHANGE TRADED F | 8372 | $548K | 0.03% | — |
| 152 | ADBE | ADOBE INC | 1399 | $541K | 0.03% | -1.1% |
| 153 | SCHV | SCHWAB STRATEGIC TR | 19344 | $535K | 0.03% | NEW |
| 154 | VB | VANGUARD INDEX FDS | 2249 | $533K | 0.03% | +18.4% |
| 155 | WMB | WILLIAMS COS INC | 8383 | $527K | 0.03% | -0.0% |
| 156 | MUB | ISHARES TR | 5024 | $525K | 0.03% | +111.7% |
| 157 | SCHD | SCHWAB STRATEGIC TR | 19564 | $518K | 0.03% | -0.0% |
| 158 | WELL | WELLTOWER INC | 3325 | $511K | 0.03% | +6.3% |
| 159 | CI | THE CIGNA GROUP | 1534 | $507K | 0.03% | -6.8% |
| 160 | STIP | ISHARES TR | 4918 | $506K | 0.03% | -1.0% |
| 161 | PFG | PRINCIPAL FINANCIAL GROUP IN | 6343 | $504K | 0.03% | -2.8% |
| 162 | SPIB | SPDR SERIES TRUST | 14960 | $502K | 0.03% | — |
| 163 | SHY | iShares 1-3 Year Treasury Bond ETF | 6058 | $502K | 0.02% | NEW |
| 164 | IEF | iShares 7-10 Year Treasury Bond ETF | 5170 | $495K | 0.02% | NEW |
| 165 | NN | NEXTNAV INC | 32501 | $494K | 0.02% | +29.4% |
| 166 | XLE | Energy Select Sector SPDR | 5806 | $492K | 0.02% | +4.3% |
| 167 | SCHG | SCHWAB STRATEGIC TR | 16040 | $469K | 0.02% | — |
| 168 | TMO | THERMO FISHER SCIENTIFIC INC | 1141 | $463K | 0.02% | -0.9% |
| 169 | LMT | LOCKHEED MARTIN CORP | 970 | $449K | 0.02% | +-26.8% |
| 170 | HSY | HERSHEY CO | 2671 | $443K | 0.02% | -6.6% |
| 171 | GRBK | GREEN BRICK PARTNERS INC | 6975 | $439K | 0.02% | — |
| 172 | IAU | iShares Gold Trust | 7028 | $438K | 0.02% | -1.5% |
| 173 | BX | BLACKSTONE INC | 2927 | $438K | 0.02% | -0.8% |
| 174 | CL | COLGATE PALMOLIVE CO | 4801 | $436K | 0.02% | — |
| 175 | SYY | SYSCO CORP | 5598 | $424K | 0.02% | +-78.4% |
| 176 | SCHX | SCHWAB STRATEGIC TR | 17187 | $420K | 0.02% | NEW |
| 177 | TROW | PRICE T ROWE GROUP INC | 4326 | $417K | 0.02% | — |
| 178 | ARES-PB | ARES MANAGEMENT CORPORATION | 2404 | $416K | 0.02% | NEW |
| 179 | SYLD | CAMBRIA ETF TR | 6363 | $414K | 0.02% | — |
| 180 | MO | ALTRIA GROUP INC | 6990 | $410K | 0.02% | +2.1% |
| 181 | PIPR | PIPER SANDLER COMPANIES | 1469 | $408K | 0.02% | — |
| 182 | BA-PA | BOEING CO | 1929 | $404K | 0.02% | -0.1% |
| 183 | GS | GOLDMAN SACHS GROUP INC | 571 | $404K | 0.02% | +3.1% |
| 184 | FIVE | FIVE BELOW INC | 3036 | $398K | 0.02% | NEW |
| 185 | SPLG | SPDR SERIES TRUST | 1885 | $398K | 0.02% | — |
| 186 | DOCU | DOCUSIGN INC | 5000 | $389K | 0.02% | — |
| 187 | PCAR | PACCAR INC | 4069 | $387K | 0.02% | -0.1% |
| 188 | SNPS | SYNOPSYS INC | 740 | $379K | 0.02% | -16.9% |
| 189 | IEFA | ISHARES TR | 4491 | $375K | 0.02% | +2.1% |
| 190 | CP | CANADIAN PACIFIC KANSAS CITY | 4726 | $375K | 0.02% | NEW |
| 191 | SBUX | STARBUCKS CORP | 4077 | $374K | 0.02% | -0.4% |
| 192 | DVY | ISHARES TR | 2799 | $372K | 0.02% | -0.7% |
| 193 | IEI | ISHARES TR | 3073 | $366K | 0.02% | NEW |
| 194 | TRV | TRAVELERS COMPANIES INC | 1366 | $365K | 0.02% | +1.5% |
| 195 | PWR | QUANTA SVCS INC | 942 | $356K | 0.02% | -3.2% |
| 196 | MS | MORGAN STANLEY | 2510 | $354K | 0.02% | +6.2% |
| 197 | VIG | Vanguard Dividend Appreciation ETF | 1725 | $353K | 0.02% | +65.9% |
| 198 | VCIT | VANGUARD SCOTTSDALE FDS | 4246 | $352K | 0.02% | — |
| 199 | XELLL | XCEL ENERGY INC | 5083 | $346K | 0.02% | +7.3% |
| 200 | SDY | SPDR SERIES TRUST | 2550 | $346K | 0.02% | — |
| 201 | SRE | SEMPRA | 4558 | $345K | 0.02% | -6.2% |
| 202 | PSX | PHILLIPS 66 | 2887 | $344K | 0.02% | +0.4% |
| 203 | CBRE | CBRE GROUP INC | 2432 | $341K | 0.02% | +2.8% |
| 204 | KR | KROGER CO | 4729 | $339K | 0.02% | — |
| 205 | A | AGILENT TECHNOLOGIES INC | 2870 | $339K | 0.02% | — |
| 206 | GWW | GRAINGER W W INC | 323 | $336K | 0.02% | +5.6% |
| 207 | IGSB | ISHARES TR | 6263 | $330K | 0.02% | -3.8% |
| 208 | GILD | GILEAD SCIENCES INC | 2965 | $329K | 0.02% | +2.5% |
| 209 | BDX | BECTON DICKINSON & CO | 1897 | $327K | 0.02% | — |
| 210 | ICE | Intercontinental Exchange | 1762 | $323K | 0.02% | +1.2% |
| 211 | TEL | TE CONNECTIVITY PLC | 1898 | $320K | 0.02% | — |
| 212 | IBIT | ISHARES BITCOIN TRUST ETF | 5210 | $319K | 0.02% | +18.7% |
| 213 | IGIB | ISHARES TR | 5960 | $318K | 0.02% | — |
| 214 | AWK | American Water Works | 2280 | $317K | 0.02% | +3.4% |
| 215 | NSC | NORFOLK SOUTHN CORP | 1212 | $310K | 0.02% | +0.7% |
| 216 | DLR-PL | DIGITAL RLTY TR INC | 1775 | $309K | 0.02% | +1.3% |
| 217 | DOV | DOVER CORP | 1668 | $306K | 0.02% | — |
| 218 | MDT | MEDTRONIC PLC | 3448 | $301K | 0.01% | -1.1% |
| 219 | COP | CONOCOPHILLIPS | 3329 | $299K | 0.01% | +2.4% |
| 220 | PJP | INVESCO EXCHANGE TRADED FD T | 3700 | $296K | 0.01% | — |
| 221 | LIN | LINDE PLC | 629 | $295K | 0.01% | +7.3% |
| 222 | GD | GENERAL DYNAMICS CORP | 1011 | $295K | 0.01% | -0.2% |
| 223 | SCHC | SCHWAB STRATEGIC TR | 6898 | $294K | 0.01% | — |
| 224 | ESGV | VANGUARD WORLD FD | 2635 | $289K | 0.01% | — |
| 225 | RACE | FERRARI N V | 581 | $285K | 0.01% | +7.0% |
| 226 | SCHW | SCHWAB CHARLES CORP | 3107 | $283K | 0.01% | -0.2% |
| 227 | BNL | BROADSTONE NET LEASE INC | 17589 | $282K | 0.01% | — |
| 228 | IJH | ISHARES TR | 4537 | $281K | 0.01% | +0.4% |
| 229 | QQQM | INVESCO EXCH TRADED FD TR II | 1211 | $275K | 0.01% | NEW |
| 230 | TGT | TARGET CORP | 2750 | $271K | 0.01% | -0.4% |
| 231 | PGR | PROGRESSIVE CORP | 1013 | $270K | 0.01% | 18.3% |
| 232 | ICLN | ISHARES TR | 20420 | $268K | 0.01% | — |
| 233 | BAC | BANK AMERICA CORP | 5619 | $266K | 0.01% | +1.3% |
| 234 | FDX | FEDEX CORP | 1155 | $263K | 0.01% | — |
| 235 | VO | VANGUARD INDEX FDS | 932 | $261K | 0.01% | NEW |
| 236 | XLG | INVESCO EXCHANGE TRADED FD T | 4999 | $260K | 0.01% | NEW |
| 237 | SLV | SPDR Silver Shares | 7889 | $259K | 0.01% | +5.0% |
| 238 | DIA | SPDR DOW JONES INDL AVERAGE | 587 | $259K | 0.01% | — |
| 239 | IXUS | ISHARES TR | 3313 | $256K | 0.01% | +0.7% |
| 240 | QCOM | QUALCOMM INC | 1606 | $256K | 0.01% | +9.7% |
| 241 | PRF | INVESCO EXCHANGE TRADED FD T | 6050 | $256K | 0.01% | NEW |
| 242 | YUM | YUM BRANDS INC | 1708 | $253K | 0.01% | +1.0% |
| 243 | SHLD | GLOBAL X FDS | 4155 | $250K | 0.01% | NEW |
| 244 | INDY | ISHARES TR | 4601 | $250K | 0.01% | NEW |
| 245 | ISRG | Intuitive Surgical | 455 | $247K | 0.01% | +4.1% |
| 246 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 2000 | $247K | 0.01% | +1.8% |
| 247 | DLN | WISDOMTREE TR | 2964 | $243K | 0.01% | NEW |
| 248 | IOO | ISHARES TR | 2251 | $243K | 0.01% | +0.6% |
| 249 | SPSB | SPDR SERIES TRUST | 7984 | $241K | 0.01% | — |
| 250 | EFV | ISHARES TR | 3761 | $239K | 0.01% | — |
| 251 | AZO | AUTOZONE INC | 64 | $238K | 0.01% | +8.5% |
| 252 | DHR | DANAHER CORPORATION | 1196 | $236K | 0.01% | +1.6% |
| 253 | KMI | KINDER MORGAN INC DEL | 7901 | $232K | 0.01% | NEW |
| 254 | MRSH | MARSH & MCLENNAN COS INC | 1059 | $232K | 0.01% | +3.4% |
| 255 | CMI | CUMMINS INC | 700 | $229K | 0.01% | NEW |
| 256 | AMD | ADVANCED MICRO DEVICES INC | 1613 | $229K | 0.01% | -23.6% |
| 257 | SCHB | SCHWAB STRATEGIC TR | 9600 | $229K | 0.01% | — |
| 258 | BLDR | BUILDERS FIRSTSOURCE INC | 1929 | $225K | 0.01% | -0.6% |
| 259 | KMB | KIMBERLY-CLARK CORP | 1732 | $223K | 0.01% | — |
| 260 | GEV | GE VERNOVA INC | 421 | $223K | 0.01% | NEW |
| 261 | FND | FLOOR & DECOR HLDGS INC | 2925 | $222K | 0.01% | — |
| 262 | IDEV | ISHARES TR | 2871 | $218K | 0.01% | NEW |
| 263 | XLY | Consumer Discretionary Select Sector SPDR | 1000 | $217K | 0.01% | NEW |
| 264 | DUKB | DUKE ENERGY CORP NEW | 1824 | $215K | 0.01% | — |
| 265 | BAC-PL | BANK AMERICA CORP | 172 | $209K | 0.01% | — |
| 266 | ITB | ISHARES TR | 2200 | $205K | 0.01% | NEW |
| 267 | NKE | NIKE INC | 2881 | $205K | 0.01% | NEW |
| 268 | WHR | WHIRLPOOL CORP | 2000 | $203K | 0.01% | NEW |
| 269 | COWZ | PACER FDS TR | 3667 | $202K | 0.01% | -8.7% |
| 270 | IEMG | iShares Core MSCI Emerging Markets ETF | 3361 | $202K | 0.01% | NEW |
| 271 | T | AT&T INC | 6946 | $201K | 0.01% | NEW |
| 272 | NN | NEXTNAV INC | 16500 | $119K | 0.01% | -7.8% |
| 273 | OGCP | EMPIRE ST RLTY OP L P | 10738 | $90K | 0.00% | — |
| 274 | CLF | CLEVELAND-CLIFFS INC NEW | 10000 | $76K | 0.00% | — |
| 275 | OPTU | ALTICE USA INC | 18000 | $39K | 0.00% | — |
| 276 | PLUG | PLUG POWER INC | 20000 | $30K | 0.00% | +100.0% |
| 277 | LUCD | LUCID DIAGNOSTICS INC | 13000 | $15K | 0.00% | — |
| 278 | PAVM | PAVMED INC | 21500 | $13K | 0.00% | — |
| 279 | SPY | SPDR S&P 500 ETF | 3500 | $10K | 0.00% | NEW |
| 280 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 2500 | $9K | 0.00% | NEW |